How Nutshell CRM Integrates with Excel

Nutshell CRM provides an all-in-one, user-friendly platform that automates your sales process, enabling you to work smarter, not harder. When you integrate Nutshell and Excel, your data automatically updates across both tools, making it easy for your team to stay organized and up to date.

Excel CRM Integration Benefits:

• Say goodbye to manual input: By integrating with Excel, Nutshell automates your data input process, freeing up valuable time so you can focus on what really matters—your sales goals.
• Streamlined data tracking: This integration provides a streamlined and efficient solution for managing, tracking, and reporting on your sales data.

What it does:

When you integrate Nutshell and Excel, new data in Nutshell is automatically added to your spreadsheets and vice versa according to the settings you specify.

Requirements:

To take advantage of Nutshell’s integration with Excel, you’ll need a Nutshell account, access to Microsoft Excel, and access to Microsoft OneDrive for Business. Excel files must be hosted on OneDrive for Business.

How to get started

This integration is powered by Zapier – set it up with your Zapier account.

There may be solutions for alternative applications available through our AppConnect Marketplace. Feel free to contact our team with any questions.

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